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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
451
Gateway Wealth Partners
Wisconsin
$821K -$2.23M -49,724 -73%
CWM
452
Collaborative Wealth Management
Florida
$816K +$11.2K +250 +1%
AWP
453
Axis Wealth Partners
Rhode Island
$814K +$814K +18,110 New
SEI Investments
454
SEI Investments
Pennsylvania
$807K -$83.1K -1,850 -9%
AF
455
Aldebaran Financial
$806K -$5.84K -130 -0.7%
WFAG
456
Worth Financial Advisory Group
North Carolina
$803K -$170K -3,774 -17%
FSWA
457
Financial Synergies Wealth Advisors
Texas
$802K -$47.7K -1,061 -6%
HIA
458
Harbor Investment Advisory
Maryland
$802K +$126K +2,800 +19%
AWAU
459
Alliance Wealth Advisors (Utah)
Utah
$801K +$252K +5,600 +46%
CFG
460
Citizens Financial Group
Rhode Island
$800K +$800K +17,813 New
KPWS
461
Kestra Private Wealth Services
Texas
$799K +$225K +5,011 +39%
BEI
462
Benjamin Edwards Inc
Missouri
$796K – – –
AWC
463
Adamsbrown Wealth Consultants
Kansas
$793K -$64.5K -1,436 -8%
AFM
464
Abbot Financial Management
Massachusetts
$787K +$3.77K +84 +0.5%
CIAS
465
CFS Investment Advisory Services
New Jersey
$786K +$119K +2,643 +18%
MA
466
Mutual Advisors
Nebraska
$785K -$13.8K -302 -2%
FTWA
467
Fifth Third Wealth Advisors
Ohio
$784K +$326K +7,264 +71%
AQR Capital Management
468
AQR Capital Management
Connecticut
$780K +$68.9K +1,533 +10%
CF
469
Centaurus Financial
California
$776K +$110K +2,444 +16%
JIC
470
Johnson Investment Counsel
Ohio
$774K -$16.4K -365 -2%
EFL
471
ERn Financial LLC
Wisconsin
$771K -$83.4K -1,856 -10%
CC
472
Courier Capital
New York
$770K +$293K +6,512 +61%
TAM
473
Titleist Asset Management
Texas
$767K -$2.2K -49 -0.3%
MERSOM
474
Municipal Employees' Retirement System of Michigan
Michigan
$748K – – –
LA
475
Lifeworks Advisors
Michigan
$748K -$43.8K -975 -6%
17 18
19
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